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Breakout Finance · 5 hours ago

Closing Specialist

Charleston, South Carolina Metropolitan Area

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $75K/yr

Breakout Finance is transforming the financial landscape by providing a wide range of affordable, transparent working capital solutions for small businesses. As a Closing Specialist, you will review and verify loan documentation, manage contracts in Salesforce, and collaborate with underwriting and sales teams to ensure efficient processing of files.

Financial ServicesLending

Responsibilities

Review and identify any unusual or suspicious activity to determine any potential risks

Review closing documentation to analyze files and ensure they are complete and in full compliance with Breakout policies

Review and verify all required loan documentation, including Business Loan & Security Agreements (BLSA), identification documents, voided checks, tax returns, financial statements, and payoff letters

Conduct comprehensive UCC searches and clear outstanding liens within company guidelines

Generate and manage contracts in Salesforce for term loans, bridge loans, and other products, including contract status tracking, corrections, amendments, and additional appendices

Manage finalization, completion, and execution of closing documentation

Collaborate with Underwriting and Sales teams to ensure files are processed accurately and efficiently

Prepare and complete funding checklists to ensure all required information is gathered and questions answered

Communicate with internal and external parties involved in the funding process with regard to file status for any additional questions or documentation needed

Conduct funding calls, merchant interviews, and bank verifications

Coordinate funding package preparation and ensure the timely delivery of funds with the accounting team

Maintain proficiency in Salesforce CRM, Asana project management, DocuSign, and other software platforms

File UCC financing statements (UCC-1s and UCC-3s) perfecting Breakout Capital’s security interest over the borrower’s pledged assets, amending UCC filings, and terminating UCC filings

Qualification

Analytical skillsSalesforce CRMLoan documentation reviewG-Suite & MS OfficeProblem-solving abilitiesTeam collaborationAttention to detailCommunication skillsTime management